SAP PM Config Document

7/28/2019 SAP PM Config Document

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OVER VIEW OFSAPPM Configuration

Pack

Published by Team of SAP

Consultants at SAPTOPJOBS

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Copyright 2010-12@SAPTOPJOBS

All rights reserved. No part of this publication may be reproduced, stored in a

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OVER VIEW INDEX

1. PMTechnicalObjectConfiguration ............................... 4

1.1 Define Planning Plant .................................................................................. 41.2 Assign Planning Plant.................................................................................. 51.3 Define Types of technical objects............................................................. 71.4 Define Plant Sections................................................................................... 9

1.5 Create Structure indicator for Functional Location ........................ 11

1.6 Define Category of Functional Location .............................................. 15

1.7 Define Field selection for functional Location ................................... 181.8 Assign user status to equipment category......................................... 231.9 Define Measuring point categories ........................................................ 25

2. MasterDataConfiguration ........................................... 28

2.1 Define BOM Status ..................................................................................... 282.2 Define BOM Usage ...................................................................................... 31

2.3 Define Default values for item status................................................... 352.4 Define Field Selection for Work center................................................. 39

2.5 Set Parameters ............................................................................................. 44

2.6 Define Standard value keys ..................................................................... 48

2.7 Define Task List usage keys .................................................................... 522.8 Maintain Control keys ............................................................................... 55

2.9 Define Serial Number Profile ................................................................... 60

2.10 Define Serialization Attributes for Movement types .................... 65

3. MaintenancePlanandNotification ...............................693.1 Define Maintenance planner group....................................................... 693.2 Set Maintenance Plan category.............................................................. 71

3.3 Define Number Ranges for maintenance Plans ................................ 74

3.4 Maintenance and Service Notification Type ....................................... 79

4. PMOrder .....................................................................834.1 Configure order type .................................................................................. 83

4.2 Assign order types to Maintenance plants ......................................... 88

5. EquipmentCalibration ................................................. 905.1 Maintain settings at plant level .............................................................. 90

5.2 Assign Inspection type to order types .................................................. 97


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Hello Everyone,

A Ware Welcome To You All! We are really excited to offer the complete

SAP PM configuration pack to the SAP community. There were lot of

consultants who were after us to come up with pack and so we are glad

to present this to you As you are aware that our SAP FICO, PP/QM,MM/WM and SD have already achieved the best selling status and have

received lots of accolades and really helped the consultants take their

SAP knowledge and career to the next level I am very confident that PM

configuration package will go a step forward and do much more than

that.

For those who have been on our list and who have bought from us earlier

you all know that we have over-delivered on each of our configuration

packs and we want to do the same thing with SAP PM config pack too

For those who have visited our site for the first time I would like towelcome you to our site and promise you that we would do our best to

ensure that your life at the clients place would be very comfortable

What I have done here is given you a brief of around 98+ pages of

content in PM pack so that you can have a feel of what it would be like in

terms of structure. The whole pack is extremely voluminous, step by step

guide this is just a feeler So I hope you enjoy this. So lets dive in.


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1. PMTechnicalObjectConfiguration

1.1 DefinePlanningPlant

BACKGROUND

Thisconfigurationsettingenablestodefinetheplanningplant.

Planning plant is the one where the planning of entire

maintenanceactivitiesisperformed for severalplants.

SCENARIO

DefineIND6asplanningplant.

INSTRUCTION

Follow the Menu Path: IMGEnterprise Structure Definition Plant Maintenance Maintain maintenance

planningplant

Click

Click

Enterplanningplant.E.g.IND6.

Note: - whencreatingplantbycopyingfromanotherplant, all

relevantinformationiscopied.

Click


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Click

1.2 AssignPlanningPlant

BACKGROUND

This configuration setting enables to assign the planning

plant.

Assignment is establishing relation between planning plant

andmaintenanceplant.

SCENARIO

AssignIND6planningplanttoIND6maintenanceplant.

INSTRUCTION

Follow the Menu Path: IMGEnterprise Structure Assignment PlantMaintenance Assign maintenance

planningplanttomaintenanceplant

Click

Entertheplanningplantagainstthemaintenanceplant

Click


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Click


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1.3 DefineTypesoftechnicalobjects

BACKGROUND

This configuration setting enables to define the technical

objecttypes.

Each equipment and functional location can be assigned to

technical object type.Technical object type is mainly used to

grouptheequipmentofsimilar usage.

Groupingofequipmenthelpsbetterreporting.

SCENARIO

Definetechnicalobjecttype.

INSTRUCTION

Follow the Menu Path: IMGPlant maintenance and

customer service Master data in Plant maintenance and

customerserviceTechnicalobjectGeneralData Define

TypesofTechnicalObjects

Click


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Click tocreatenewtechnicalobjecttype

Maintainfieldsasexplainedbelow

FieldName ValueandDescriptionoffield

Key identifyingtheobjecttype.

E.g.512 to indicate Generator

group.

Descriptionof theobject type.

E.g.DieselGenerators.

Click

Click


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1.4 DefinePlantSections

BACKGROUND

Thisconfigurationsettingenablestodefinetheplantsections.

Plant section helps to subdivide the maintenance plant for

production responsibility. Person responsible will coordinate

betweenproductionandplantmaintenance.

Thiscanbeused for evaluationpurposealso.

SCENARIO

Defineplantsections for IND6.

INSTRUCTION



customerserviceTechnicalobjectGeneralData Define

PlantSections

Click

Click

Maintainthe field asexplainedbelow


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Key identifying plant. E.g.

IND6

Key identifying the plant

section.E.g.100

Nameofpersonresponsible

Contactphonenumber

Click

Click


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1.5 CreateStructureindicator for FunctionalLocation

BACKGROUND

This configuration setting enables to define the structure for

functionallocation.

Thisstructurehelpstoidentifythefunctionallocationexactly.

SCENARIO

Createfunctionallocationstructure for IND6asabove.

INSTRUCTIONS


customer service Master data in Plant maintenance andcustomer serviceTechnical object Functional Locations Create Structure indicator for Reference

Locations/FunctionalLocations

Click


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Click tocreatenewentries.



Key identifying the structureindicator.E.g.IND6

Structure text. E.g. Structure

for IND6.

*** Enter the way the functional

locations is to be structure.

E.g.

hierarchylevel *** Hierarchy level to indicate thenumberofhierarchies.

*** - Editmask field indicatestheallowedtypeofcharacterto

becreatedduringfunctionallocationcreation.

Allowedlettersandsignsaregivenbelow for readyreference.

"A" only letters can be entered

"N" only numbers can be entered"X" both numbers and letters can be entered

"S" numbers, letters, and special characters can be entered

The following special characters are allowed:

& ( ) + , . / : ; < = >

The following signs can be used:

- Hyphen

/ slash

' ' blank. Period

_ Underscore

= equals sign

+ Plus sign

; Semicolon: Colon

*** - Hierarchy level indicates thenumberofhierarchy.Each

number must be entered at the end of first level as shown


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above.Numbers from0 to9canbeused for this.Level10 is

representedbythefigure0,level11bythefigure1,andsoon.

Click

Click

Impact of this configuration in Master Data /

Transaction

Whencreating functional locationstructure, it will becreated

asperthestructuresettingmaintainedhere.


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Select the right structure indicatorbefore creating functionallocation.


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1.6 DefineCategoryofFunctionalLocation

BACKGROUND

This configuration setting enables to define the functional

locationcategory.

FunctionalLocationcategorycontains

Statusprofile

Partnerdeterminationprocedure

Defaultvalue for measuringpoint Fieldselection

Permitchangedocument Objectinfokey

SCENARIO

Discussfunctionallocationcategory.

INSTRUCTIONS



customer serviceTechnical object Functional Locations

DefinecategoryofFunctionalLocations

Click




Key identifying the functional


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locationcategory.E.g.M

Enterdescriptionoffunctional

locationcategory.

Tick in this check box will

document the changedocument in the master

record.


identifythefunctional location

categoryascustomerobject.


provide other data screen

when maintaining technicalobjects.

Respective profile, object info,

view profiles are maintained

here.

Click

Click


Transaction

When creating functional location structure, functionallocationcategorydefinedhere will beused.


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1.7 DefineFieldselection for functionalLocation

BACKGROUND

This configuration setting enables to define the functional

location field selection.

Throughthisconfigurationsetting it ispossibletomakea field

mandatory,optional,hideorviewonly.

It is required to make certain field to make mandatory

accordingtothebusinessrequirement.

SCENARIO

MakeManufacturer field asmandatoryfor functional location

categoryM

INSTRUCTIONS



customer serviceTechnical object Functional Locations

Define field selection for FunctionalLocations

Click


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Doubleclick

Identifythemanufacturer field asshownbelow


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DoubleclickonManufacturer field

Clickon

Click

EnterthefunctionallocationcategoryasM

select radiobutton


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Click


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Transaction

When creating functional location with category M,manufacturer field becomemandatory.


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1.8 Assignuserstatustoequipmentcategory

BACKGROUND

This configuration setting enables to assign the user defined

statustoanequipmentcategory.

User status can be used to assign specific status to a

equipmentandtocontrolfurtherbusinesstransaction.

SCENARIO

Discussassigninguserdefinedstatustoequipmentcategory.

INSTRUCTIONS



customer serviceTechnical object Equipment Assign

userstatusprofiletoEquipmentcategory.

Click

Assign the user status profile against equipment

category.


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Click

Click


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SCENARIO

Discussmeasuringp

INSTRUCTIONS

ointcategorysetting.

Follow the Menu

customer servicecustomer service

counters and meas

Pointcategories

Path: IMGPlant maintenance and

Master Data in Plant maintenance and

Basic settings Measuring point,

ruement document Define Measuring

Click

Click

1.9 DefineMeasuringpointcategories

BACKGROUND

This configuration setting enables to define the measuring

pointcategories.

Measuring point categories are mandatory requirement for

measuringpoint.

It definesthefollowing:

Measurementitemuniqueness

Useofcatalogtypetoenterreadings

System responsecontrolwhen reading exceeds the

rangeTolerance time allowed for entering the reading infuture



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Key identifying the measuring

pointcategory.E.g.G

Description of measuring point

category. E.g. IND6 measuringpointcategory

Uniqueness of the measurement

position of this measuring point

category. This measurement

category may beused in manyplaces, if the measurement

positionit can

setting.

srequired tobeunique,be achieved thro this

Click

Click

Select.1fromavailableentries

Allowed catalog type for entering

values. E.g. C. Select from

availableentry.

Type of message when the

measurement reading is out of

range.E.g.W for warningmessage.

Tolerance period in seconds to

record the measurement reading.

It is difficult to enter the reading

exactly at the exact SAP time i.e

measuringpoint.E.g.300toindicatefiveminutes.


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Transaction

When creating a measuringpoint inside the technicalobject,

measurementcategorymustbemaintained.


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2.MasterDataConfiguration

2.1 DefineBOMStatus

BACKGROUND

ThisconfigurationsettingenablestodefineBOMstatus.

BOMstatusisusedtodefinewhethertheBOMcanbeusedby

anyapplicationareaornot.

Example: -

In the costing areas in a company, the BOM is exploded

according to the application. While defining the BOM

status,usageincostingarea will bedefined.

In MRP, the following indicators are checked directly from

the definitionoftheBOMstatus:

- ExplosioninMRP

- Released for orders

MRPonlyreadsBOMswhoseBOMstatushasat leastoneof

these indicators.

BOMstatusdefineswhethertheBOMisactiveorinactive.

SCENARIO

BOM need to be created for certain for product whose BOM

canbefinalizedonlyaftersome trial and error.

While it is inpreparation it isrequirednottobeusedbyany

application.StatusInpreparationhastobecreated.


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INSTRUCTIONS

Follow the Menu Path: IMGPlant Maintenance andcustomer services Master data in plant maintenance and

customerserviceBills ofmaterials Controldata for Bills of

MaterialDefineBOMstatus

1.Click

..continuation of the above

screens right side balanceportion

2.Click

3.Enterusagevalue.E.g.6.

4.Leave all thecheckboxasEMPTY.


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5.MentiondescriptionasIn preparation

6.ClickSave .


Transaction

BOMwithstatus6cannotbeused for anyapplication.


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2.2 DefineBOMUsage

BACKGROUND

This configuration setting enables to define Bill Of Material

(BOM) usage.

BOM usage defines the usage of BOM in specific application

areaintheSAP.

Example,therecanbeaseparateBOMs for

Design,

Production

Costing.

Inthisway,eacharea isdealingonlywiththespecificdata itrequires.

Example:

The design BOM includes all the components of the

productand theirtechnicaldata fromthedesignpointof

view.ThisBOMisgenerallynotlinkedtoanyorder.

TheproductionBOMcontains all theitemsrequiredfromthe production and assembly point of view. Only items

relevant to production, for which production data (such

as the issue storage location)can be entered, are

required. A production BOM does not contain any

packagingmaterialsrequiredintheshippingdepartment.


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SCENARIO

CreatenewBOMusage.

Note:-

StandardBOMusageavailablewithSAPissufficient.HoweveranynewBOMusagecanbecreated.

INSTRUCTIONS

Follow the Menu Path: IMGPlant Maintenance and

customer services Master data in plant maintenance and

customer serviceBills of materials General Data BOM

UsageDefineBOMusages

1.Click

2.Click

3.Enterusagevalue; it canbeeithernumericoralphabet.

It issuggestedtobenumeric.


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4.Select +, - or . to indicate to which area this BOM is

meant for like Production, Engineering, Spare, Plant

Maintenance,Salesor for costingrelevancy.

E.g. For usage 4, spare parts indicator is maintained asoptional (.).

Note:-Based on this, during BOM explosion, entire

dependentrequirementsarealsoplanned,

5.EnterUsagetext

6.ClickSave


Transaction

When creating the BOM, key defined here will appear in the

BOMUsage field.

According to the requirement, BOM usage key has to be

selectedduringBOMCreation.

Click Match code or F4 in BOM usage field, to select the

desiredBOMusage.

TransactioncodetocreateBOMis CS01


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2.3 DefineDefaultvaluesforitemstatus

BACKGROUND

Thisconfigurationsettingenables todefinedefaultvalues for

itemstatus.

EveryitemintheBOMcanbedefinedwhether it issubjected

to

Costing

Sales

Production

Sparepart

ThisconfigurationsettingisusedtoindicatewhethertheBOM

componentalongwiththeBOMusage.

istobeconsidered for costinginthisBOMornot,

is relevant to sales (normally used in Variant

configuration),

isasparepartgroup

isrelatedtoProduction

SCENARIO

Setthedefaultvalue for itemsin BOM.

INSTRUCTIONS


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customer services Master data in plant maintenance and

customer serviceBills of materials General Data BOM

UsageDefineDefaultvalues for itemstatus

1.Click

2.Click

3.EnterUsagevalue

4.UpdatethefollowingfieldsFieldName Description Value

BOMusage Field defining the Entervaluee.g.1

BOMusageProd Indicating that the

BOMitemisrelated

toProduction

Make tick in the

checkbox

Eng/des Indicating that the Leaveblank.

BOM item isrelated

to Engineering and

DesignSpare Spare part EnterAorB

indicator. Items


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can be grouped

under spare parts

Agrouporgroup B.

this will help in

identifying sparesfor replacement by

groupAorgroupB

PM Indicating that the

BOM item isrelated

to Plant

Maintenance

Sales Indicating the item

is related to Sales

and it willappear

inthesalesorder.

Leaveblank

Leave blank.

Normally used in

variantconfiguration.

Relevan Relevanttocosting SelectX , indicating

relevanttocosting.

5.ClickSave .


Transaction

Example:-

BOM usage defined 1 indicating relevant to production.The

itemstatusasconfiguredsuchthat all items

arerelevanttoproduction

canberelevanttocosting

Inthisexample,theindicatorsarecheckedasfollows:

The Indicator: item relevant to productioncannot be

deselected (required entry). In the BOM maintenance


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functions, this indicator is setautomaticallyfor all items

andcannotbecancelled.

Sincetheitemcanberelevanttocosting,thedefaultvalue

X (fully relevant to costing) can be set for the Indicator forrelevance to costing.This value can be overwritten in the

BOMmaintenancefunctions.

BOM item level default setting will appear as per the setting

donehere.

Note:- whencreatingBOMtheusage4ismentioned,whichin

turn identify this BOM as Plant maintenance BOM. Also

indicateitemassparepartindicatorgroupA.

This is used while exploding the BOM for spare parts

planning.


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2.4 DefineFieldSelectionforWorkcenter

BACKGROUND

This configuration setting enables to make the field in work

centermasterdataas

Mandatory

Optional

Highlight

Hide

Fieldselection will beusedtomakecertain field asmandatory

entry or to hide certain fields duringcreation of work center

masterdata.

SCENARIO

Make field person responsible for workcentercategoryZPM1

asmandatoryfield.

INSTRUCTIONS

Follow the Menu Path: IMGPlant Maintenance andcustomer services Maintenance plans, work centers,Task

lists andPRTsWorkCentersGeneralDataDefineField

Selection

Click


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DoubleclickBasicdata


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Select Req. radio button against

DoubleclickPersonresponsible

ClickFieldselectionReq.radiobutton for therequiredwork

center category. Contents column indicate the work center

category.

clickon

for newworkcentercategory.

tomodify field selection

Click If the desired work center category is not

available.E.g.ZPM1categoryisnotavailable.

Click toaddmoreentry.


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EntercontentZPM1oranyworkcentercategory.

ClickradiobuttonReq.

Click

Click


Transaction

When work center with category ZPM1 is created, person

responsible field becomemandatory.


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2.5 SetParameters

BACKGROUND

This configuration setting enables to define Parameter

(activities) for formula.

Parameter is one of the required settings to calculate the

conversion cost incurred in the Work center during

manufacturing.

Workcenterwhileinusecanconsume

Power

Labour

Setuptime

Depreciation

Steametc.

The above costs incurred during conversion will be captured

throughtheactivity.Parameteristhestructuretocapturethis

activity.

This will be assigned to the standard value key. Standard

valuekeywill beassignedintheworkcenter.

SCENARIO

CreateaParameter. Note: - StandardSAPsettingissufficient.

Letusdiscussthecreationofnewparameter.


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INSTRUCTIONS


customer services Maintenance plans, work centers,Task

lists and PRTs Work Centers General Data SetParameters

Click

Click


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Origin Place where from thevalue is

Shortkeyword

to be taken. E.g.To indicate

value to be taken from task

list maintain2inthis field.Shortdescri tion

Keywork KeywordtoidentifyDimension Dimension of the parameter.

E.g. Any thing related to

Duration may have TIME as

dimension.StandardValueUnit Unit of this parameter. E.g.

Time dimension may have

unitas MIN.

MaintaintheFollowingfieldsField Description

Parameter Parameter to hold the value.

Any alphanumeric six digit

maybeentered.E.g.LABOUR

Note: - Ifanyparameter for whichthere isnounit, it maybe

mentionedasnounit.


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ClickSave .

Impact of this configuration in Master Data /Transaction

Linkbetweentheparameterandthemasterdataisasbelow.

a.This parameter will be assigned to the standard value

key.

b.Standardvaluekeywill beattachedwiththeworkcenter.

c.Work center will be attached in the task list. I.e. in the

routingorinthemasterrecipe.

d.Standardvalue (i.e. durationoflaborhoursrequired) will

bemaintainedinthetask list asamasterdata.


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2.6 DefineStandardvaluekeys

BACKGROUND

Thisconfigurationsettingenablestodefinethestandardvalue

key.

Standard value key is very essential to capture the cost

incurredintheworkcenter.

Standard value key will contain the activities. One standardvaluekeycancontainup tosixactivities. Eachactivityrefers

tothecost.

Example:-

Productioncost

Setupcost

Labourcost

QualityCost

Powercost

Steamcost

Oneworkcentercanhaveonlyonestandardvaluekey.

SCENARIO

Create a standard value key to have the activities of setup,

machine,labor,steamandwater.


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INSTRUCTIONS

Follow the Menu Path: IMGPlant Maintenance andcustomer services Maintenance plans, work centers,Task

lists and PRTs Work Centers General Data Define

standardvaluekeys

Click

Click


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MaintaintheFollowingfields

Field Description

Standardvaluekey Enter any alpha numeric to

indicate standard value key.

E.g.STD1Description Maintain standard value key

description. E.g.

setup/machine/labor/PowerParameter Maintain the parameters. Up

to six parameters can be

maintained.Tick this check box to

generateformula.


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ClickSave .


Transaction

Whencreatingtheworkcenter,standardvaluekeySTD1tobe

mentioned.


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2.7 DefineTaskListusagekeys

BACKGROUND

Thisconfigurationsettingenablestodefinethetask list usage

totheworkcenter.

Usageofworkcenter to thespecific task list (i.e. only in the

maintenancetask list) canbedefinedto restrict its usage.

SCENARIO

Definetheworkcenterusagetothespecifictask list types.

INSTRUCTIONS



lists andPRTsWorkCentersTask list Data Definetask

list usagekeys.

Click


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Select

DoubleclickTask list type

Click


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UpdatetheFollowingfieldsField Description

TaskListtype A for General maintenance

task list

EEquipmenttask list

T functional location task

list

ClickSave .


Transaction

WhencreatingWorkcenterusageistobementionedas004.

Oncethisismaintained,then it will notbepossibletousethis

WorkcenterinMasterRecipeorinRaterouting.


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2.8 MaintainControlkeys

BACKGROUND

Thisconfigurationsettingenablestodefinecontrolkey.

Controlkeygoverns

Schedulingofoperation

Costcalculation for anoperation

Capacitycalculation for anoperation

Confirmation for anoperation

Control key is mapped with the work center in the task list

(i.e. intheroutingandinthemasterrecipe).

SCENARIO

Create a control key with confirmation as mandatory and it

shouldcalculatethecostandcapacity, it shouldalsoschedule

theoperation.

INSTRUCTIONS



lists and PRTs Work Centers Task list Data Define

controlkeys.

Click


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Click


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MaintaintheFollowingfieldsField Description

ControlKey Enter any alphanumeric four

digitkey.E.g.YPM1Description Maintain description of this

control key. E.g.Sched,capacity,Cost,

MustconfirmIndicators Tick the check box as shown

aboveinthescreen.

Tick in theCheck box will

perform the respective


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function to the operation /

phase which is having this

controlkey.

ClickSave .

Click to maintain any long text to this

controlkey.

Maintainthelongtext.

ClickSave .

Click

Click ifyougettheOtherlanguagescreen.

ClickSave .


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Transaction

LinkbetweencontrolkeyandTransaction:-

Controlkey isattached inthe task list withworkcenter

for eachoperation

While performing order creation, confirmation, MRP run

system will behave according to this configuration

setting.


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2.9 DefineSerialNumberProfile

BACKGROUND

ThisconfigurationsettingenablestodefinetheSerialnumber

profile.

Serialnumberprofilemustbeassignedtomaterialwhichisto

behandledwithserialnumber. It isaplantlevelassignment.

It ispossibletoassigndifferentprofileindifferentplants.

SerialnumberprofilecontrolsAssignmentofserialnumbers

Requirementofserialnumbertoequipmenttype

Systemcontrolonstockvalidation

Serialnumberproposalwithequipmentcategory

SCENARIO

CreateSerialnumberprofile for IND6plantapplication

INSTRUCTIONS


customer services Master Data in Plant maintenance and

customer service Technical objects Serial number

managementDefineserialnumberprofiles

Click

Click

Maintainthefollowingfields

Field Descriptionoffield andvalue


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Key identifying the serial

number profile. E.g.IND6

Text for serial number profile.

E.g.EquipmentSl.No.IND6

Tickinthischeckbox will makeserialnumbermandatorybefore

performing the transaction. If it

isnot ticked,serialnumbercan

beassigned later.

E.g.Tickthischeckbox for our

examplepurpose.

Equipmentcategory to which

the serial number assignment

must be proposed. If not

specified, serial number from

internal number range will be

assigned automatically. E.g. Y

topopuptheserialnumber for

equipmentcategorywithY.

Stockvalidation.Leave it blank.

Availableentriesare

Click

Selecttheabovecreatedrow

Doubleclick inthe left sideofthescreen

Click


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Fieldname Fielddescriptionandvalue

Serial number assignmentprocedure. I.e

indicating the business

transaction at which the

serial number is to be

assigned.Availableentriesare

SelectQMSLtomaintainthe

serial number when

performing inspection for

equipment.

Indicating the assignment of

serial number as mandatory,

optional.Availableentriesare

LetusselectOptional.

Assignment of serial number

toequipmentmasterrecord.

01 Serial number can be

assignedlater


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02 Serial must be assigned

at the time of equipment

creation.

Note: - This setting can NOT

bechanged later.

Click

Click


Transaction

Serial number profile defined here can be maintained in the

materialmasterstorage2view.


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AlsowhenmakingGR,serialnumberhastobeassigned.


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2.10DefineSerializationAttributesforMovementtypes

BACKGROUND

ThisconfigurationsettingenablestodefinetheSerialnumber

attributes for movementtypewise.

It is possible to define a different procedure to different

movement types. By this, serial number assignment during

goodsmovementcanbecontrolledpermovementtypewise.

SCENARIO

Discussserializationattributes for movementtypes

INSTRUCTIONS

Follow the Menu Path: IMG

Plant Maintenance andcustomer services Master Data in Plant maintenance and

customer service Technical objects Serial number

management Define serialization Attributes for movement

types

Click


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Doubleclick

Click



Key identifying the profile

alreadycreated.E.g.IND6Procedure to be applicable.

E.g.MMSL

Movement type group for

serial number profile. Four

digit key linking Profile,

procedureandothercontrol.

Indicating the assignment of

serial number as mandatory,

optional.Availableentriesare

LetusselectOptional.

Assignment of serial number


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Click

Click

Doubleclick

toequipmentmasterrecord.

01 Serial number can beassignedlater

02 Serial must be assigned

at the time of equipment

creation.

Note: - This setting can NOT

bechanged later.

Assign the key mentioned under in the previous

setting.E.g.key561maintainedintheprevioussetting.

Bythisthatprocedureandserialnumbercreationcontrol will

bemorespecifictomovementtype.


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If for a specific movement type, if the serial number is to be

optional it canbedonethroughthissettings.


Transaction

Serial number requirement for each movement type will be

requiredaccordingtothesettingsmaintainedhere.


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3.MaintenancePlanand Notification

3.1 DefineMaintenanceplannergroup

BACKGROUND

This configuration setting enables to define maintenance

plannergroup.

Maintenanceplanninggroupcanbeapersonoradepartment.

It canbeassignedtotechnicalobjects.

SCENARIO

Defineplannergroup for IND6

INSTRUCTIONS


customer services Maintenance plans, Work centers,Task

Lists and PRTs Basic Settings Define maintenance

plannergroup

Click

Click



Key identifying the planning

plant.E.g.IND6

Key identifying the planner

group.E.g.IN6

Person or department name.


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ClickSave .

e.g.Davidtoindicatename.

Contact number can be

entered if required for info

purpose.


Transaction

Maintenanceplanner will beusedinthetransaction.


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3.2 SetMaintenancePlancategory

BACKGROUND

ThisconfigurationsettingenablestodefineMaintenancePlan

category.

Maintenance plan category defines which call object to be

generated for a maintenance plan when maintenance call is

due.

I.e. withreferencetothemaintenanceplan,systemcantrigger

thefollowingcallobjects.

Maintenanceorder

Serviceorder

Maintenanceorderwithmaintenancenotification

Serviceorderwithservicenotification

MaintenanceorderwithWCMobjectsMaintenancenotification

Servicenotification

Serviceentrysheet

Inspection lot

Maintenance plan category defined can be assigned as a

defaulttousersusingparameteridWAT.

SCENARIO

Definemaintenanceplancategory.

INSTRUCTIONS


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ListsandPRTs MaintenancePlans SetMaintenancePlan

categories

Click

Click


Key identifying the

maintenance plan category.

E.g.I6

Textdefiningthemaintenanceplan category. E.g. IND6 PM

ordercall

Select from the available

entry.

Availableentriesare

E.g. Select Maintenance or

serviceorder.


create change document. E.g.

Tickthecheckbox.

Confirmation for completing

the call object. It can control

scheduling of maintenance

planaftercompletion.E.g.Tickthischeckbox.


enable to create maintenance

plan with reference to outline

agreement.

Order category in which the

reference object to be used.

Selectfromavailableentries.


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Repeat the above steps to create further maintenance plan

categories.

Click


Transaction

Maintenance plan categories defined here is used in

maintenanceplan.


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3.3 DefineNumberRangesformaintenancePlans

BACKGROUND

Thisconfigurationsettingenables todefinenumberrange for

maintenanceplan.

Number range to the maintenance plan is assigned through

themaintenanceplancategory.

Note: - Numberrangesareassigneddirectlyintheproductionsystemnormally.

SCENARIO

Definenumberrange for maintenanceplancategoryI6.

INSTRUCTIONS



ListsandPRTs MaintenancePlans Definenumberranges

for maintenanceplans

Click


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Click

NoteI6isnotassignedwithanynumberrange.


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Tocreateadditionalgroup(additionalnumberrange)fromthe

topfollowthemenupathasshownbelow

Entertherequiredtext, fromnumberandTonumber.

Click


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Clickon

Click

Ticktherequiredgroupcheckbox.E.g.

Click


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Click

Click


Transaction

Numberrangedefinedhere will beusedwhenperforming the

relevanttransaction


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3.4 MaintenanceandServiceNotificationType

BACKGROUND

Thisconfigurationsettingenablestodefinenotificationtype.

Notificationistheprocessofinformingandrecordingany

deviationfromthespecification.SAPdefinedstandard

notificationtypesare

Customercomplaint

Vendorcomplaint

Internalproblemnotification

Apartfromtheabovetypes,anyothertypeofnotificationcan

becreatedaccordingtothebusinessrequirements.

SCENARIO

DefineNotificationtype for Breakdownmaintenancetype I6.

INSTRUCTIONS


customer services Maintenance and Service Processing MaintenanceandServiceNotifications Notificationcreation

NotificationTypesDefineNotificationTypes

Click


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Tocreatenewnotificationtype, it issuggestedtocopyfrom

thestandardNotificationtype.

SelectNotificationtypeM1bypressingthegreyboxinthe left.

Click


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FieldName Fielddescriptionandvalue

Keyidentifyingthenotification

type

Originofnotification.Select

fromavailableentries.

E.g.malfunctionreport

Dateandtimetopropose

whencompletingnotification.

E.g.Ctoindicatemalfunctioningend.

It isusedtodefineobjector

subjectwhencreating

maintenancenotification.

Selectfromavailableentries.Catalogprofile isthecollection


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ofcodesandcodegroup.We

will discussabout it later.

LISstructureupdatecontrol

Leave it as it iswithSAP

standardsettings.Tickinthischeckbox will

assignthenotificationnumber

immediatelyonstartof

transactionratherthan

assigningnumberatthetime

ofsaving.

Numberrangecopiedfromthe

sourceas01

Click

Click


Transaction

NewnotificationtypewithI6canbecreated.


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4.PM Order

4.1 Configureordertype

BACKGROUND

Thisconfigurationsettingenablestodefineordertype.

An order type holds control of various parameters which we

are going to discuss one by one. Different order types aredefinedtoindicatethedifferentmaintenanceprocess.

E.g.oneordertype for Preventivemaintenance,anotherorder

type for breakdownmaintenanceetc.

SCENARIO

DefineordertypeIBD6 for Breakdownmaintenance.

INSTRUCTIONS


customer services Maintenance and Service processing MaintenanceandServiceOrders Functionsandsettings for

OrdertypesConfigureOrderTypes

Click


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Note: - When creating new order types it is recommended to

copyfromexistingone.

LetuscopyfromPM01tocreateIBD6

Selecttherowtocopyfrom. E.g.PM01


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Click

Changetheordertypeanddescriptionasshownbelow


Fieldname Field description and

value

Key identifying the

ordertype.E.g.IBD6.Also enter the

description in the next

window. E.g.

Maintenance Order for

Breakdown

Costing related setting.

Leave it as it is.

Costing related setting

defining settlement

profiles and budget

profile. Settlement

profile will be copied to

settlementrule.


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immediately. Note:- Ifmaintenance order is

Discuss with CO

member and maintain

this .

Tick in this check box

will releasemaintenance order

Click

created through

maintenance call i.e

notification, then order

will beautomatically.


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Click


Order type defined here can be used when creating

maintenanceorder for breakdown.


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4.2 AssignordertypestoMaintenanceplants

BACKGROUND

Thisconfigurationsettingenables toassign theorder type to

maintenanceplant.

Wecandefineanynumberofordertype,buteachordermust

be assigned to maintenance plant where the physical

maintenancetaskiscarriedout.

Maintenanceorder will becreatedonlyinmaintenanceplant.

SCENARIO

AssignordertypeIBD6tomaintenanceplantIND6.

INSTRUCTIONS



OrdertypesConfigureNumberranges

Click

Click

Maintaintheentriesasshownbelow


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Click

Click


Transaction

Ordertypeisassignedtomaintenanceplant.


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5.Equipment Calibration

5.1 Maintainsettingsatplantlevel

BACKGROUND

Thisconfigurationsettingenablestodefinethesettingsat

plantlevel.

WhenQMmoduleistobeimplemented,plantlevelsettingsareneededtobemaintained. Followingsettingatplantlevel

canbemanagedthroughthissetting.

Versioncontrol for MasterInspection

characteristicsandInspectionmethod,

Plantlevelsamplingprocedure

Codeandselectedsetatplantlevel for valuation

Automaticusagedecisionwaitingtime

SCENARIO

MaintainPlantparameterofQMsetting for plantIND6. It is

requiredtomaintainPlantlevelUDcodeandwaitingtime forautomatic UD.

INSTRUCTIONS

FollowtheMenuPath: IMGQualityManagementBasic

settingsMaintainsettingsatplantlevel.


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Click

Click andtypeIND6

Click


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SelectplantIND6byclickinggreyboxinthe left side.

Click

Note:-DefaultsettingsaresufficienttodowithQM

module.Howeverimportantsettingsalongwiththescreenshots

areexplainedbelow.

UpdatetheFollowingfields

Field Description

Tickinthischeckbox will

assignversiontotheMaster

InspectionCharacteristics

automaticallyduringcreation

andchange.

Tickinthischeckbox will


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Click

assignversiontothe

Inspectionmethod

automaticallyduringcreation

andchange.

Insp.LotcreationTabscreen

Nosettingsaretobedonehere.

Click

ResultrecordingTabscreen


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- AutomaticcloseWhenperformingtheresultrecording,automaticallycharacteristics will beevaluatedand

closed.

Proposal for inspectionpointvaluation:-

Tovaluatetheinspectionpoint,selectedset,codeandcode

groupcanbemaintainedatplantlevel.

This will bereferredincaseofanymissingdatainthemaster

data.

Noothersettingsaretobedonehere.

Click


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InsLotcompletionTabscreen

AutomaticUsagedecision:-

ToconfigureAutomaticUsagedecisionwaitingtimeshouldbe

mentioned.

AutomaticUD will beperformedafter thistimeiselapsedfrom

theresultrecording.

Note: - AutoUDprogramhastoberuntomakeauto UD.

BatchValuationcheckboxtobe ticked, ifbatchupdatingisto

bedonewithoutmaterialspecification.E.g.Leave it blank.

Click


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GeneralsettingsTabscreen

Nosettingsaretobedonehere.

ClickSave .


Over all maintenanceoftheabove will control,

Automaticcreationofversions for MIC during

creationandchange

Selectedsetatplantlevelmaybeusedduringresultrecording

Automaticusagetimeelapsedurationmaybe

mentionedhere


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5.2 AssignInspectiontypetoordertypes

BACKGROUND

Thisconfigurationsettingenablestodefinetheinspectiontype

tomaintenanceorserviceordertype.

Forcalibrationofequipment, it isrequiredtorecordthe

results for thatequipment.Toperformanyinspection,

inspection lot withappropriateinspectiontypeisamust.

Withthisconfigurationsettinginspectiontype14isassigned

torequiredmaintenanceordertype.

SCENARIO

Definetheinspectiontype14toordertype.

INSTRUCTION



Order types Assign inspection type to maintenance/Service

ordertypes

Click


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Inspectiontype14 (for calibrationofequipment)isassignedtoordertypePM05.

Click

Click

Click


Transaction

Whilecreatingmaintenanceorderfromobjectcall

(notification),inspection lot withtype14 will becreated.

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Documents

SAP PM Config Document